Institutional Ownership Invesco ETF Tr Ii S&P Global W (CGW)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Global W (CGW). We have compiled data on the 227 institutions that hold shares in the stock, with a total of 6.64 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
857,224
shares
|
$54.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
516,104
shares
|
$32.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
504,305
shares
|
$32.2 Million
3.14% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
423,184
shares
|
$27 Million
0.0% of portfolio
|
Q2 2025
Added 33.43%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
411,652
shares
|
$26.3 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
328,059
shares
|
$20.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Polianta LTD
|
Jul 10, 2025 Q2 2025 |
215,800
shares
|
$13.8 Million
5.81% of portfolio
|
Q3 2021
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
161,095
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
159,370
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
151,347
shares
|
$9.66 Million
0.0% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
129,830
shares
|
$8.29 Million
0.0% of portfolio
|
Q2 2025
Added 37.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
125,003
shares
|
$7.98 Million
0.0% of portfolio
|
Q2 2025
Added 32.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
104,930
shares
|
$6.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
100,332
shares
|
$6.4 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
94,042
shares
|
$6 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,158
shares
|
$5.75 Million
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
88,817
shares
|
$5.67 Million
3.26% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
83,171
shares
|
$5.31 Million
0.04% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
72,704
shares
|
$4.64 Million
0.0% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
72,390
shares
|
$4.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
69,028
shares
|
$4.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
66,528
shares
|
$4.25 Million
1.22% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
66,134
shares
|
$4.22 Million
0.1% of portfolio
|
Q4 2023
Added 3.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
61,488
shares
|
$3.92 Million
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
60,774
shares
|
$3.88 Million
1.29% of portfolio
|
Q2 2025
New holding
|